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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,461 | $61,605+82.6% | $112,273+0.2% | $75,173+49.6% |
| Participation rate | 60.3% | 61.7%-1.3pp | 72.4%-12.1pp | 67.2%-6.9pp |
| Annual return | 18.67% | 28.47%-9.8pp | 30.23%-11.6pp | 160.72%-142.1pp |
| Employer contribution / active EE | $1,374 | $2,015-31.8% | $3,431-59.9% | $2,671-48.5% |
| Participant deferral / active EE | $3,172 | $3,108+2.0% | $4,800-33.9% | $4,126-23.1% |
| Admin fee / account holder | $5,440 | $4,862+11.9% | $7,752-29.8% | $5,651-3.7% |